Account Support Specialist
About The Position
Are you highly organized, detail-oriented, and excited about supporting fast-paced sales and executive operations? We’re looking for a confident, motivated individual to join our team as an Account Support Specialist. As an Account Support Specialist, you’ll work directly with executive team members to help maintain organization and ensure coordination across all teams within the company. This dynamic role requires someone ready to wear many hats and adapt to shifting priorities. You’ll be at the heart of our sales and project coordination efforts, playing a critical role in maintaining our sales pipeline, supporting executive initiatives, assisting with financial tracking, and fostering strong partner relationships. Your work will help drive business development, enhance internal efficiencies, and support leadership in strategic decision-making.
Requirements
- Bachelor’s degree required or equivalent enterprise experience.
- Strong Excel and data management skills.
- Familiarity with Autotask and/or Salesforce is a plus.
- Excellent written and verbal communication.
- Detail-oriented, accurate, and highly organized.
- Self-starter with a strong work ethic and ability to prioritize.
- Able to work independently and collaboratively.
- Confident, positive, and professional demeanor.
Nice To Haves
- Experience leading a project or taking initiative on tasks.
- Patience and persistence in solving problems and learning new tools.
- A team player who works well with a variety of personalities and work styles.
Responsibilities
- Maintain and update sales pipeline reports and spreadsheets.
- Support sales and executive teams during weekly pipeline meetings.
- Support the use of Autotask by the Sales Team.
- Coordinate meetings with customers and partners, acting as the first point of contact.
- Support ongoing follow-ups and relationship maintenance.
- Assist with email marketing campaigns and analyze results.
- Help plan and execute internal events and represent the company at external conferences.
- Coordinate weekly project management meetings.
- Track project progress, staffing forecasts, and project hours.
- Support pricing, quoting, and proposal development for clients and partners.
- Prepare monthly invoicing reports.
- Coordinate logistics and cost tracking for industry events and conferences.
- Other Support functions as required by the executive team.
Benefits
- Competitive wages and performance-based bonuses
- Comprehensive health, dental, and vision insurance
- 401K Retirement savings plan with company match
- Life Insurance
- Short and Long-term Disability Coverage
- Opportunities for professional development and career advancement
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
11-50 employees
